American Funds 2060 Target Date Retirement Fund® Class A
AANTX
NASDAQ
Weiss Ratings | AANTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | AANTX-NASDAQ | Click to Compare |
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Provider | Capital Group | |||
Manager/Tenure (Years) | Wesley K. Phoa (10), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
Website | http://capitalgroup.com | |||
Fund Information | AANTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2060 Target Date Retirement Fund® Class A | |||
Category | Target-Date 2060 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Mar 27, 2015 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 250.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | AANTX-NASDAQ | Click to Compare |
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Dividend Yield | 0.74% | |||
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Dividend Yield (Forward) | 1.75% | |||
Asset Allocation | AANTX-NASDAQ | Click to Compare |
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Cash | 4.10% | |||
Stock | 86.97% | |||
U.S. Stock | 60.43% | |||
Non-U.S. Stock | 26.54% | |||
Bond | 8.27% | |||
U.S. Bond | 6.57% | |||
Non-U.S. Bond | 1.70% | |||
Preferred | 0.36% | |||
Convertible | 0.01% | |||
Other Net | 0.30% | |||
Price History | AANTX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.62% | |||
30-Day Total Return | 3.27% | |||
60-Day Total Return | 6.54% | |||
90-Day Total Return | 5.41% | |||
Year to Date Total Return | 17.28% | |||
1-Year Total Return | 16.80% | |||
2-Year Total Return | 51.86% | |||
3-Year Total Return | 78.07% | |||
5-Year Total Return | 73.89% | |||
Price | AANTX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | AANTX-NASDAQ | Click to Compare |
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Nav | $20.83 | |||
1-Month Low NAV | $20.04 | |||
1-Month High NAV | $20.85 | |||
52-Week Low NAV | $15.79 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $20.85 | |||
52-Week High Price (Date) | Sep 22, 2025 | |||
Beta / Standard Deviation | AANTX-NASDAQ | Click to Compare |
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Beta | 0.87 | |||
Standard Deviation | 12.08 | |||
Balance Sheet | AANTX-NASDAQ | Click to Compare |
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Total Assets | 18.07B | |||
Operating Ratios | AANTX-NASDAQ | Click to Compare |
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Expense Ratio | 0.73% | |||
Turnover Ratio | 5.00% | |||
Performance | AANTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.60% | |||
Last Bear Market Total Return | -15.24% | |||